List
Fee-only advisors for pre-retirees
Pre-retirement is the last big planning push: catchup savings, the Roth conversion window, healthcare bridge to Medicare, and the first long-term drawdown model. These advisors run that playbook on a regular cadence.
Fee-only onlyAudience: Pre-retirees
By the numbers
The Wellspent public graph lists 2,969 fee-only financial advisors working with pre-retirees at 1,381 firms, most in Houston, San Diego and Charlotte. 52% hold the CFP certification. Of the 2959 with fees on file, 85% charge percentage of assets.
- Advisors listed
- 2,969
- Firms
- 1,381
- Cities
- 859
- Hold the CFP
- 52%
- Other credentials: CFA 8% · CPA 3% · EA 2%
- How they charge (of 2959 with fees on file): percentage of assets 85% · fixed fees 40% · hourly 39% · ongoing planning fee 17%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
2969 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Stacey Hyde | Envision Financial Planning, LLC | Memphis | CFA, CFP, CPA | Percentage of assets, Hourly |
| Todd Calamita | Calamita Wealth Management | Charlotte | CDFA, CFP | Percentage of assets, Fixed fees |
| Trent DeBruin | MD Wealth Management | Chelsea | CFA, CFP, MBA | Ongoing planning fee |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| Zach Palmer | Ark Royal Wealth Management, LLC | Charlotte | CFP | Percentage of assets, Hourly |
| Zack Swad | Swad Wealth Management, LLC | Santa Rosa | CFP, AAMS, RLP | Percentage of assets, Hourly |
| Adam Coleman Hourly fiduciary planning for millennials, Gen X and FIRE enthusiasts handling home buying, family, debt and DIY investing. | Nectarine | Charlotte | CRPC, AFC, CDLP | Subscription, One-time planning fee |
| Andrew Kerns | Accountable Financial Planning LLC | Westerville | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Sloan | Bluegrass Financial Planning, LLC | Louisville | AIF, CFP, EA, MBA | Hourly |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Asta Sanders | Empowered Retirement, Inc. | Roseland | CFP, CPWA, EA | Percentage of assets, Hourly |
| Benjamin Hooper | Comal Wealth Management | New Braunfels | CFP, ChFC, CIMA, CLU | Percentage of assets, Fixed fees |
| Brent Perry | Piedmont Financial Advisors, LLC | Indianapolis | CFP | One-time planning fee |
| Caden Buckley | Beacon Financial Planning, Inc. | Hyannis | CFP | Percentage of assets, Fixed fees |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Chris Maggio Project-based retirement planning with no asset minimum for people who want to stay in the driver's seat of their decisions. | Retirement Planning Partner LLC | Seattle | RICP | One-time planning fee |
| Dan Pinheiro | South Coast Planning & Wealth Management LLC | Fall River | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| Daniel Andersen | Parkshore Wealth Management | Granite Bay | CFP, CTEC | Percentage of assets, Hourly |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| David Barson | Barson Financial Planning | San Mateo | CFP, MBA | Percentage of assets, One-time planning fee |
| David Carlson | Sound Investment Management, LLC | Newport Beach | CFP, ChFC, CKA, MBA | Percentage of assets |
| David Hunter | Horizons Wealth Management, Inc | Greenville | CFP | One-time planning fee |
| David Wiedmeyer | KLD Wealth Management | Lebanon | CFP | Hourly |
| Doug Dahmer | Retirement Navigator | Burlington | MBA, CFP, TEP | Not listed |
| Elise Murphy | Level Financial Advisors | Glendora | CFP, MSFP | Percentage of assets, Hourly |
| Erik Kroll | Hilltop Financial Advisors | Wauwatosa | CFP | Percentage of assets, Hourly |
| Gary Pia | Mission Street Wealth Planning | South Pasadena | CFP | Percentage of assets, Fixed fees |
| Gautham Jain | Jain Wealthonomics | Marana | CFP, MBA | Flat fee or retainer |
| Gregory Curry | Pillar Financial Advisors, LLC | Louisville | CFA, CPA/PFS | Percentage of assets, Fixed fees |
| Gregory Dobson | Retirement Navigator | Etobicoke | CMA, CPA, CFP, EPC | Not listed |
| Hayley Haslett | Lake Road Advisors | Vancouver | CFP, MS, MBA | Percentage of assets |
| Inna Rivilis | Sunflower Financial Planning, LLC | Windham | CFP, MSFP | One-time planning fee, Ongoing planning fee |
| Jack O'Donnell | JRO Wealth Management | San Diego | CFP, EA | Percentage of assets, Hourly |
| Jacob Sadler | Curio Wealth, LLC | Annapolis | CFP, JD, CPA, CPA/PFS | Ongoing planning fee |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Jared Wilcox | Rodgers & Associates | Lancaster | CFP, MBA, RICP, ChFC | Percentage of assets |
| Jason Flynn | ABZ Financial Planning | Whitehorse | CFP | Not listed |
| Jenna VanLeeuwen | Aligning Wealth | Jersey City | CEPA, CFP | Percentage of assets, Hourly |
| Jennifer Macedo | Front Street Financial | Lahaina | CFP | Percentage of assets, Fixed fees |
| Jonathan Thomas | JQL Wealth, LLC | Pittsford | CFP, CCFC | Percentage of assets, Ongoing planning fee |
| Joseph Fowler | 402 Financial | Lincoln | CFP | Percentage of assets, Hourly |
| Justin Waller | Waller Financial Coaching | Folsom | CEPA, CFP | Flat fee or retainer |
| Kimberly Bridges | Bright Women Financial | Buckeye | Not listed | Percentage of assets, One-time planning fee |
| Lamar Watson | Dream Financial Planning LLC | Reston | CFP | Ongoing planning fee, One-time planning fee |
| Logan Collie | Collie Financial Planning, Inc. | Black Mountain | CFP | Percentage of assets, Hourly |
| Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. | Capital Area Planning Group | Washington | CFP | Subscription, Flat fee or retainer |
| Marcus Waddell | Ascension Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Mathew Hall | Exponent Investment Management | Ottawa | CFP, CFA | Not listed |
| Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. | Etzler Financial Advisors, LLC | Red Bluff | CFP | Hourly, Subscription |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
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